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Retirement Capital Strategies’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Retirement Capital Strategies’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.63M Sell
32,300
-490
-1% -$58.2K 1.37% 18
2025
Q4 		$3.97M Sell
32,790
-3,224
-9% -$387K 1.47% 20
2025
Q3 		$4.27M Buy
36,014
+4,331
+14% +$493K 1.64% 18
2025
Q2 		$3.47M Sell
31,683
-56,409
-64% -$5.69M 1.38% 20
2025
Q1 		$8.63M Sell
88,092
-643
-0.7% -$67.2K 3.37% 10
2024
Q4 		$9.31M Sell
88,735
-2,943
-3% -$309K 3.53% 8
2024
Q3 		$9.32M Buy
91,678
+37,637
+70% +$3.69M 3.65% 8
2024
Q2 		$5.22M Sell
54,041
-294,824
-85% -$27.3M 2.09% 10
2024
Q1 		$32.5M Buy
348,865
+88,758
+34% +$7.89M 13.29% 1
2023
Q4 		$22.1M Buy
260,107
+256,414
+6,943% +$20.2M 9.59% 2
2023
Q3 		$278K Sell
3,693
-306,987
-99% -$24.1M 0.13% 53
2023
Q2 		$24.3M Buy
+310,680
New +$22.9M 11.2% 2
2023
Q1 		– Sell
-97,001
Closed -$6.39M – 47
2022
Q4 		$6.39M Buy
+97,001
New +$6.47M 3.14% 9
2022
Q3 		– Sell
-56,277
Closed -$3.74M – 53
2022
Q2 		$3.74M Sell
56,277
-884
-2% -$63.8K 1.68% 16
2022
Q1 		$4.46M Sell
57,161
-117,651
-67% -$9.46M 1.79% 15
2021
Q4 		$15.4M Buy
174,812
+3,651
+2% +$312K 5.64% 6
2021
Q3 		$13.7M Buy
171,161
+136,984
+401% +$11.3M 5.26% 8
2021
Q2 		$2.73M Buy
34,177
+29,914
+702% +$2.32M 1.04% 26
2021
Q1 		$314K Sell
4,263
-37,422
-90% -$2.71M 0.12% 66
2020
Q4 		$2.92M Hold
41,685
– – 1.19% 24
2020
Q3 		$2.52M Buy
41,685
+22,508
+117% +$1.37M 1.17% 25
2020
Q2 		$1.08M Buy
+19,177
New +$1.01M 0.51% 26
2020
Q1 		– Sell
-20,032
Closed -$1.13M – 43
2019
Q4 		$1.13M Sell
20,032
-4,590
-19% -$248K 0.54% 24
2019
Q3 		$1.28M Sell
24,622
-657
-3% -$34K 0.64% 23
2019
Q2 		$1.29M Buy
25,279
+830
+3% +$41.6K 0.65% 22
2019
Q1 		$2M Buy
24,449
+1,975
+9% +$93K 1.01% 17
2018
Q4 		$966K Buy
+22,474
New +$1.04M 0.54% 24

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Capital Strategies's ESGV Position: Q1 2026 in Review

Retirement Capital Strategies reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.5% in Q1 2026, selling an estimated $58.2K and leaving 32,300 shares worth $3.63M. The position accounts for 1.37% of the portfolio, ranked #18.

Retirement Capital Strategies first reported a position in ESGV in Q4 2018 and has held it in 27 quarters since. The position peaked at $32.5M in Q1 2024. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Retirement Capital Strategies held 32,300 shares of Vanguard ESG US Stock ETF worth $3.63M as of Q1 2026.
  • Retirement Capital Strategies sold 490 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $58.2K.
  • Vanguard ESG US Stock ETF made up 1.37% of Retirement Capital Strategies's portfolio in Q1 2026, its #18 holding.
  • Retirement Capital Strategies first reported a position in Vanguard ESG US Stock ETF in Q4 2018 and has held it in 27 quarters since.
  • Retirement Capital Strategies's Vanguard ESG US Stock ETF position peaked at $32.5M in Q1 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.